Root Financial Partners LLC Boosts Stake in Dimensional U.S. Targeted Value ETF $DFAT

Root Financial Partners LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 24.2% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 28,361 shares of the company’s stock after acquiring an additional 5,535 shares during the quarter. Root Financial Partners LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $1,530,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Creative Planning increased its holdings in Dimensional U.S. Targeted Value ETF by 1.1% during the 2nd quarter. Creative Planning now owns 14,095,721 shares of the company’s stock worth $760,605,000 after purchasing an additional 150,227 shares during the last quarter. Focus Partners Wealth grew its position in shares of Dimensional U.S. Targeted Value ETF by 6.5% during the first quarter. Focus Partners Wealth now owns 12,985,015 shares of the company’s stock worth $668,598,000 after buying an additional 797,094 shares in the last quarter. Forum Financial Management LP increased its stake in shares of Dimensional U.S. Targeted Value ETF by 5.4% in the second quarter. Forum Financial Management LP now owns 9,353,565 shares of the company’s stock worth $504,718,000 after buying an additional 476,529 shares during the last quarter. Focus Partners Advisor Solutions LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF by 2.0% in the first quarter. Focus Partners Advisor Solutions LLC now owns 4,915,377 shares of the company’s stock worth $253,093,000 after buying an additional 95,097 shares during the last quarter. Finally, Pure Financial Advisors LLC raised its holdings in Dimensional U.S. Targeted Value ETF by 7.8% in the second quarter. Pure Financial Advisors LLC now owns 4,601,657 shares of the company’s stock valued at $248,305,000 after acquiring an additional 331,821 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT stock opened at $56.94 on Monday. The firm has a fifty day moving average of $57.91 and a two-hundred day moving average of $55.71. The firm has a market cap of $11.36 billion, a P/E ratio of 12.39 and a beta of 1.04. Dimensional U.S. Targeted Value ETF has a 1-year low of $44.01 and a 1-year high of $61.75.

Dimensional U.S. Targeted Value ETF Company Profile

The Dimensional U.S. Targeted Value ETF (DFAT) is an exchange-traded fund that mostly invests in extended market equity. The fund is an active, tax-managed fund that seeks to provide long-term capital appreciation from a portfolio of US mid- and small-cap value stocks. DFAT was launched on Dec 11, 1998 and is managed by Dimensional.